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Safeguard Investment Advisory Group’s Sunoco SUN Stock Holding History

Safeguard Investment Advisory Group’s Portfolio SUN Stock Details SUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-225
Closed -$6K – 634
2020
Q4 		$6K Buy
+225
New +$6.1K 0.01% 507

Other funds holding SUN

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
BHC
Bowen Hanes & Co Ponte Vedra Beach, Florida $4.11B AUM 41.61% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
BIM
Bridgecreek Investment Management Tulsa, Oklahoma $516M AUM 41.96% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Safeguard Investment Advisory Group's SUN Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of Sunoco (SUN) in Q1 2021, closing a stake of 225 shares — an estimated $6K sold.

Safeguard Investment Advisory Group first reported a position in SUN in Q4 2020 and held it in 1 quarter. The position peaked at $6K in Q4 2020. 132 funds tracked by Wall St. Rank hold SUN as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining Sunoco position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 225 Sunoco shares in Q1 2021, an estimated $6K.
  • Safeguard Investment Advisory Group first reported a position in Sunoco in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Sunoco position peaked at $6K in Q4 2020.
  • 132 funds tracked by Wall St. Rank held Sunoco as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.